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taxedquestions · ‎April 23, 2020

Yes, TurboTax needs to fix this. I have not received any acknowledgement that they even recognize it as a problem yet, let alone plan to fix it. I had the same thing. TT used the name of my oldest son, who is no longer a dependent and was not even an option to select for "whose 1099Q is this". On the bright side, I received my refund this year and last year without the IRS raising an issue with it. Perhaps the IRS computers only look at amounts reported, and don't match to names. As for your stimulus check, I doubt this is the problem. Did he get a refund last year, and did it go directly to a bank account? If so, then yes it really should be there by now I think. If not, they are probably mailing it to him. I have one son who owed taxes last year and this, and he has not received his yet because there was no banking information. I also think it is possible to check the status of your refund online. You will need to confirm his AGI and amount owed or refunded to log in. Hope this helps, and that TT will look into this problem and let us know. Best wishes!

taxedquestions · ‎April 5, 2020

Thanks for your response. Yes, I realize now that I should delete the links and start fresh. That was the point of my posting this, hopefully to provide feedback to TT and to help other users. To warn them to check the information TT has in the 1099Q's they have entered. What would help is if: - the link to the prior year's form would display not only the name of the issuing institution, but also the name of the student on the prior year 1099Q it is suggesting for you to re-use and update - or, the link to the prior year's form would only carry forward the information about the institution (payer's name, address, federal ID number), and NOT the Recipient Name, SS # and account # TT does not display and allow you to correct the information it is processing. It asks you what student this 1099Q is for, but the point is that it does not use that information to change the Recipient Name and SS #. It would be ideal if TT would simply display a 1099Q form pre-filled out with just the Payer's information, or if not that, then at least displaying the Recipient Name it is using. If you happened to grab an old 1099Q that had info on the wrong student, you could see it and correct it. As it is, the only place you can see this info is after the fact by going into the Forms view and selecting the 1099Q's one at a time. If the information is wrong, you can't correct it other than to delete it and re-enter it. I think the software can get very confused if you do this. Probably the best thing is to start your tax filing over again completely from scratch. It would also be very helpful if TT would also provide a direct path to a 1098T form that could be filled out and verified in the same way. As it is now (see the other comments in the community), the path to the 1098T is difficult to find.

taxedquestions · ‎April 5, 2020

The interface for finding and entering 1099Q and 1098T information is terrible. It is especially difficult to find where to enter the 1098T information. Now I find (after having already submitted my taxes) that the 1099Q forms that were submitted to the IRS have the name and SS# of my oldest son on them, though I haven't had a 1099Q for him in years! When you click on a link for a 1099Q issuer from last year to say that you got one from them this year, TurboTax asks who this 1099Q is for, but it is not wiping out the old Recipient Name and SS #. I looked back at last year, and it did the same thing back then too. It would be so much simpler and intuitive if TT gave a blank form for you to fill out with all of the 1099Q and 1098T information, and then went on from there to ask whatever other questions it needed answers to.

taxedquestions · ‎February 12, 2020

Yes, that was my point too. It's crazy to have to go through lengthy 1099Q inputs only to arrive at a list of schools which you then have to open individually, with no indication, in order to find the 1098T entry form for each. TurboTax should change this. There should be a direct path to the 1099T entry form.

taxedquestions · ‎February 9, 2020

For me the 1098T screen did not appear until I finished entering all of my 1099Q info and got to a screen that listed all of my colleges. I was then able to click on Edit next to one of the colleges and enter the 1099T info. Again, I think TurboTax should make this more intuitive. When you search for and go to 1099T, it should take you to a screen where you could directly enter the 1099T information, including the school info. Hope this helps!

taxedquestions · ‎February 1, 2020

This is a VERY cumbersome and definitely NOT intuitive way to get to the 1099T form. TurboTax needs to fix this !!! But thanks for walking us through a process that eventually stumbles upon the screen.

taxedquestions · ‎February 1, 2020

The "Did [student] get a 1098-T from [school] for 2019? screen" is not coming up for me, so I am not able to enter my 1098T information. Here is the process I followed: In the"Deductions and Credits" section I scroll down and click on "Visit All" next to "Scholarships, student loans, tuition". I say "yes" to "Did you have any higher education expenses in 2019?" It does not take me to the screen to enter my 1098T information. Instead it takes me to "Tell us about your education plans", where it asks if I received a 1099Q or have a Coverdell ESA. I answer "no" to the ESA and "yes" to the 1099Q. Since I used TurboTax last year, it pulls in the Payer names from last year's 1099Q's. I click "edit" on one. I click on that it is for one of these dependents, and "continue". I select my student's name, and "continue". Then it tells me "You don't need to enter this 1099-Q info". I click on "skip". Now the name of the Payer has disappeared from the listing of 1999Q's that I still need to enter (bad thing). I click on "continue". It says "Now let's gather [student's] additional education expenses". I click on "continue". It asks "Did [student] pay for books or materials to attend school?" Below that there is a link for "Tuition and enrollment fees", which currently shows $0 of course (because I have not entered my 1098T information). If I click on that link it explains the meaning of the field and says "Note: you entered this number in earlier" ... which of course I DID NOT because it never gave me a place to enter it !!! How/where can I enter my 1099T information? What am I doing wrong? I don't see any steps that I skipped? Is this a bug in the TT Deluxe + state download version? Thanks!

taxedquestions · ‎June 3, 2019

I found that we had to use form 8615 to calculate the taxes because: - had more than $2,100 of unearned income - was a full-time student at least age 19 and under age 24 at the end of 2018 and didn’t have earned income that was more than half of your support Therefore, we had to use the 8615 version of the Qual Div/Cap Gn worksheet, not the regular one.

taxedquestions · ‎June 3, 2019

taxedquestions · ‎March 11, 2019

I filed the original question. With the updates, TurboTax is now accepting $7,900 as a valid HSA contribution amount. I do not understand the posts that say it is not working now. For me it is. @NCperson wrote: per the moderator posting, it was resolved in December

Date Registered	‎November 19, 2018 8:24 AM
Date Last Visited	‎April 23, 2020 10:09 AM
Total Messages Posted	11
Total Cheers Received	2

Re: TurboTax does not wipe out old recipient name ...

Re: TurboTax does not wipe out old recipient name ...

TurboTax does not wipe out old recipient name + SS...

Re: 1098-T

Re: screen to enter 1098T not appearing

Re: 1098-T

screen to enter 1098T not appearing

I found that we had to use form 8615 to calculate ...

Why is Qual Div/Cap Gn worksheet value not transfe...

Re: HSA limits